Customer service + BPO. The operational-scale displacement.
Empirical evidence shows 8 million workers in India and the Philippines face large-scale AI-driven displacement, leading to hybrid models in customer service.
White-collar professional services. The Tier 1 displacement.
Major shifts in white-collar professional services show significant reductions in graduate intake and AI-driven displacement signals among legal, banking, consulting, and accounting sectors.
The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
A detailed analysis comparing the 1999 dotcom bubble with the 2026 AI cycle, highlighting differences, similarities, and implications for investors and policymakers.
Analysis of Schwarz Group’s €11B investment in AI infrastructure as a European industrial-anchor model, its potential for replication, and implications for European AI policy.
A comprehensive analysis of six European institutional responses to sovereign LLM development, highlighting strategic insights ahead of August 2026 enforcement.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Preview of Q3 2026 SaaS earnings highlights the market’s assessment of the agentic-disruption thesis amid shifting revenue models and structural changes.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
An analysis of the evolving economics of FDE roles in frontier AI labs, highlighting profitability, compensation trends, and scaling challenges as of May 2026.